magazine archive
magazine archive
Great Ideas
How all-weather global equity fund Brunner has rewarded our faith
Thursday 07 Mar 2024Brunner Investment Trust (BUT) £12.75 Gain to date: 19% We highlighted investment trust Brunner (BUT) at £10.71 in April 2023 on the basis a 7.1% discount to (NAV) net asset value provided an opportunity to purchase a balanced global portfolio for less than the value of the underlying assets. Our...
Rental growth drives long-term income at Primary Health Properties
Thursday 07 Mar 2024Primary Health Properties (PHP) 90p Market cap: £1.2 billion As the National Health Service continues to struggle under the weight of an ageing population and increased demand for treatment, resulting in growing waiting lists, there has never been a greater need for primary healthcare services...
JPMorgan Global Growth & Income shows its mettle whatever the backdrop
Thursday 07 Mar 2024JPMorgan Global Growth & Income (JGGI) 551.1p Market cap: £2.44 billion Investors looking for a balance of dependable income and growth should look no further than JPMorgan Income & Growth (JGGI) which is the top performer in the AIC’s (Association of Investment Companies) global equity...
Scottish Oriental Smaller Companies’ high-quality portfolio is selling for a song
Thursday 29 Feb 2024SCOTTISH ORIENTAL SMALLER COMPANIES TRUST (SST) £13.50 Market cap: £324 million Despite some stand-out individual performances in 2023, emerging markets remain under-owned and undervalued with heavyweight country China firmly out of favour with investors. One savvy way to benefit from a revival in...
Buy ME Group for its underappreciated strengths and growth potential
Thursday 29 Feb 2024ME Group International (MEGP) 159.7p Market Cap: £575.4 million Instant-service equipment designer, maker and operator ME Group International (MEGP) is a compelling investment opportunity. A dominant market share and increasing product and geographic diversification provide growth drivers which are...
Consumer lending champion Secure Trust Bank still has plenty of headroom for growth
Thursday 29 Feb 2024Secure Trust Bank (STB) 718P Gain to date: 8.5% We suggested buying specialist lender Secure Trust Bank (STB) last summer when the shares were 662p following the positive market response to its first-half trading update. Prior to that the shares were languishing at even lower levels than during the...
How Nippon Active Value Fund has achieved a near-20% return
Thursday 22 Feb 2024Nippon Active Value Fund (NAVF) 167.7p Gain to date: 18.8% We highlighted Nippon Active Value Fund (NAVF) at 141p in April 2023 as a great way to play rising shareholder activism and improving corporate governance in Japan. As part of its activist mandate, investment adviser Rising Sun Management...
Why there’s room for improvement at Kingfisher
Thursday 22 Feb 2024Kingfisher (KGF) 223.5p Market cap: £4.27 billion Investors seeking to buy a retail market leader whose shares look just too cheap should peck away at Kingfisher (KGF) , the home improvement giant behind the B&Q and Screwfix store chains. Shares concedes we could be a touch early with our ‘buy...
Why investors should buy the iShares Digital Security ETF
Thursday 22 Feb 2024iShares Digital Security UCITS ETF (LOCK) $8.08 Assets: £1.2 billion This year is being called a ‘global elections supercycle’ as hundreds of millions of voters go to the polls all over the world. That’s likely to see geopolitical risk remaining a hot button issue through 2024 and cybersecurity an...
Unilever reassures investors with return to volume growth
Thursday 15 Feb 2024Unilever (ULVR) Price: £39.93 Gain to date: 4.6% We suggested investors buy fast-moving consumer goods goliath Unilever (ULVR) at £38.19 in January 2024 on the grounds the Marmite-to-Hellmann’s maker’s intrinsic strengths were underappreciated by the market. Poor sentiment reflected market share...